Pickford Solicitors in Sutton Coldfield recently invited our Business Development Manager, Simon Trevelyan and Financial Adviser, Yomi Bashorun to give a presentation to their team.
Four Oaks Financial Services is working along-side Pickford Solicitors to assist their clients on a host of financial issues that arise during legal proceedings. Their Business Development Manager, Sinead Teague arranged for us to meet their team and describe how a firm of financial advisers who provide financial advice in Sutton Coldfield, can help them both as individuals and their clients.
Having reviewed the pension scheme that Pickford Solicitors currently has, in just 30 minutes Four Oaks Financial Services described how they could potentially improve their retirement pension and how it could be beneficial to review existing pensions that the team has with previous employers. They went on to illustrate how Four Oaks Financial Services can assist the solicitors in the work they do with their clients. For example, helping the family law department with mortgage capacity reports and pension sharing orders, which may be required during divorce cases. Helping the clients of the property solicitors with mortgages and mortgage reviews, and the business law team could help their clients by letting them know that financial protection such as shareholder protection and keyman insurance is available.
“Thank you so much for delivering the presentation to the team, people are still talking about it now. It was very interesting and we can all learn and take things away from it.” Sinead Teague, Pickford Solicitors.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.